Linking bank account to Money Dance

Monica Montalvo's Avatar

Monica Montalvo

15 Mar, 2020 09:52 PM

I have been using Money Dance for many years. I always enter everything manually. Everybody tells me it be much easier to link or export my bank and investments accounts to MoneyDance instead of entering manually everything from the bank statements. I need help. When I enter my bank statement the options provided are Inuit, Excel and Microsoft Money. How do I link my bank and investment statements directly into MoneyDance?

  1. 1 Posted by dwg on 15 Mar, 2020 09:57 PM

    dwg's Avatar

    I'm a fellow user.

    Firstly it depends on if your bank provides the infrastructure necessary to facilitate this. The banks that are known to do so are in the following list

    https://infinitekind.com/fi

    If you bank appears you should be able to follow the instructions in the Knowledge Base article:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect

  2. Support Staff 2 Posted by Ethan on 15 Mar, 2020 10:08 PM

    Ethan's Avatar

    Hello,

    It also sounds like from your description that you're logging into your bank's website to manually download and import a file. If that's the case, you can find instructions for that at: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m.... This will work regardless of if your bank supports direct connections.

    Assuming that the download for Intuit is for a QFX file, and the one for Microsoft Money is an OFX file, those would be your best choices. After saving the file to your computer, select it using the File -> Import option from the Moneydance menubar.

    Ethan
    Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac